Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 747 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
9,474
shares
|
$521,922
0.16% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,363
shares
|
$515,807
0.17% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
9,297
shares
|
$512,171
0.37% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
9,275
shares
|
$510,959
0.18% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,212
shares
|
$507,489
0.12% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
9,206
shares
|
$507,158
0.11% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,142
shares
|
$503,632
0.04% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
9,141
shares
|
$503,577
0.12% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,037
shares
|
$497,848
0.15% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
9,017
shares
|
$496,746
0.22% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
8,864
shares
|
$488,317
0.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
8,631
shares
|
$475,481
0.02% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
8,531
shares
|
$469,972
0.02% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
8,530
shares
|
$469,917
0.66% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,494
shares
|
$467,934
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
8,473
shares
|
$466,777
0.01% of portfolio
|
Q1 2025
Added 29.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,444
shares
|
$465,179
0.01% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
8,330
shares
|
$458,899
0.21% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,255
shares
|
$454,767
0.0% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
8,252
shares
|
$454,602
0.23% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$451,462
0.0% of portfolio
|
Q3 2023
Reduced 2.94%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
8,070
shares
|
$444,576
0.22% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
8,059
shares
|
$443,970
0.19% of portfolio
|
Q1 2025
Added 20.81%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
8,032
shares
|
$442,482
0.05% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,981
shares
|
$439,673
0.06% of portfolio
|
Q1 2025
Added 20.2%
|